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Portfolio (Quarterly) Guide ↗

BANQUE PICTET & CIE SA

· CIK 0001535602
13F Portfolio $14.2B AUM 388 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 73 Added 169 Reduced 80 Exited
Page 9 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PWR QUANTA SVCS INC Industrials 7,490.0 $4.1M 0.03% -1K -12.3% $549.02 +27.9%
162 SBS COMPANHIA DE SANEAMENTO BASI Utilities 133,493.0 $4.1M 0.03% NEW $30.51 -82.8%
163 GFL GFL ENVIRONMENTAL INC Industrials 96,263.0 $4.0M 0.03% NEW $41.58 -15.6%
164 OTIS OTIS WORLDWIDE CORP Industrials 51,657.0 $4.0M 0.03% $77.08 -4.9%
165 ECH ISHARES INC 100,000.0 $4.0M 0.03% -25K -20.0% $39.76 +2.3%
166 PH PARKER-HANNIFIN CORP Industrials 4,412.0 $3.9M 0.03% +1K +34.7% $895.24 +6.5%
167 DUK DUKE ENERGY CORP NEW Utilities 30,000.0 $3.9M 0.03% $130.94 -5.4%
168 IWM ISHARES TR 15,355.0 $3.8M 0.03% -33K -68.2% $248.00 +19.2%
169 ASML ASML HLDG NV Technology 2,831.0 $3.7M 0.03% -1K -29.4% $1320.83 +46.1%
170 AEM AGNICO EAGLE MINES LTD Basic Materials 18,181.0 $3.7M 0.03% NEW $202.34 -17.6%
171 PICK ISHARES INC 64,971.0 $3.7M 0.03% -10K -13.0% $56.59 +11.2%
172 ACN ACCENTURE PLC IRELAND Technology 18,328.0 $3.6M 0.03% -7K -28.7% $198.29 -35.5%
173 PCVX VAXCYTE INC Healthcare 61,846.0 $3.6M 0.03% -10K -13.9% $58.11 -11.5%
174 B BARRICK MNG CORP Basic Materials 87,500.0 $3.6M 0.03% -15K -14.6% $40.79 -1.1%
175 NVDA CALL NVIDIA CORPORATION Technology 20,000.0 $3.5M 0.03% +18K +900.0% $174.40 +20.8%
176 MLM MARTIN MARIETTA MATLS INC Basic Materials 5,898.0 $3.5M 0.02% NEW $588.68 +3.5%
177 HPQ HP INC Technology 174,854.0 $3.4M 0.02% $19.21 +22.3%
178 XLF SELECT SECTOR SPDR TR 67,342.0 $3.3M 0.02% -3K -4.7% $49.37 +8.5%
179 AIRR FIRST TR EXCHANGE TRADED FD 30,000.0 $3.3M 0.02% $110.78 +18.2%
180 YUMC YUM CHINA HLDGS INC Consumer Cyclical 68,150.0 $3.3M 0.02% +800.0 +1.2% $48.56 -11.6%
Page 9 of 20  ·  385 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.0%
Consumer Cyclical 18.7%
Financial Services 15.1%
Communication Services 14.9%
Healthcare 13.7%
Industrials 7.0%
Consumer Defensive 2.2%
Basic Materials 1.5%
Energy 1.3%
Utilities 0.4%